After graduating from the University of Leeds in 2015, I embarked on a fulfilling journey in the Financial Services industry, amassing over 7 years of valuable experience. Over the course of my career, I have honed my expertise in diverse aspects of financial planning, including investments, retirement planning, and estate planning.
Throughout my career, I have assumed various roles within an advice firm, progressing to the position of Independent Financial Adviser and eventually gaining the coveted qualification of Chartered Financial Planner. However, driven by a desire for greater independence and the opportunity to make a more significant impact, I made the decision to co-found Heritage Financial Planning Ltd alongside Alex and Nick.
My specialisms include cashflow planning to help clients enjoy a happy stress-free retirement. Along with Pension and Investment planning to help clients fulfil their long-term goals. To achieve this, I adopt a personalised approach to financial planning, tailoring my advice to suit the unique needs and circumstances of each individual.
Outside of work, I enjoy all things sports including Water Polo, Brazilian Ju-Jitsu, Rowing, Cycling and Fishing. Along with having recently completed an Ironman to raise money for Breast Cancer, a cause close to my heart.
